TAM
Tucker Asset Management Portfolio holdings
AUM
$939M
1-Year Return
15.87%
This Quarter Return
-1.05%
1 Year Return
+15.87%
3 Year Return
+24.51%
5 Year Return
–
10 Year Return
–
AUM
$310M
AUM Growth
-$10.5M
(-3.3%)
Cap. Flow
+$32.7M
Cap. Flow
% of AUM
10.57%
Top 10 Holdings %
Top 10 Hldgs %
95.28%
Holding
713
New
180
Increased
106
Reduced
119
Closed
73
Top Buys
| 1 |
iShares Short Treasury Bond ETF
SHV
|
$288M |
| 2 |
RTX Corp
RTX
|
$823K |
| 3 |
Apple
AAPL
|
$801K |
| 4 |
Arbor Realty Trust
ABR
|
$387K |
| 5 |
Vanguard High Dividend Yield ETF
VYM
|
$345K |
Top Sells
Sector Composition
| 1 | Technology | 1.24% |
| 2 | Industrials | 1.13% |
| 3 | Healthcare | 0.56% |
| 4 | Consumer Discretionary | 0.42% |
| 5 | Financials | 0.37% |
